See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,602 | $54,350-84.2% | $82,719-89.6% | $68,494-87.4% |
| Participation rate | 97.7% | 63.9%+33.8pp | 72.6%+25.1pp | 67.9%+29.8pp |
| Annual return | -21.55% | -13.67%-7.9pp | 701.18%-722.7pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,880 | $2,218-15.3% | $3,009-37.5% | $2,596-27.6% |
| Participant deferral / active EE | $2,806 | $3,246-13.6% | $4,395-36.2% | $4,027-30.3% |
| Admin fee / account holder | $154 | $4,395-96.5% | $5,329-97.1% | $5,403-97.2% |